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Walmart
WMT

Overview Fund Activity

1,773 hedge funds and large institutions have $74.7B invested in Walmart in 2018 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 751 increasing their positions, 683 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
+7
Holders Change %
+0.4%
% of All Funds
40.65%
Holding in Top 10
57
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.72%
% of All Funds
1.31%
New
113
Increased
751
Reduced
683
Closed
89
Calls
$1.52B
Puts
$1.61B
Net Calls
-$99.6M
Net Calls Change
+$115M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$764M
2
PI
Putnam Investments
Massachusetts
$472M
3
Renaissance Technologies
Renaissance Technologies
New York
$285M
4
CSIA
Charles Schwab Investment Advisory
California
$266M
5
BlackRock
BlackRock
New York
$7.77B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$950M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
Barclays
Barclays
United Kingdom
$80.2M
4
Invesco
Invesco
Georgia
$302M
5
EVM
Eaton Vance Management
Massachusetts
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.6B +$123M +4,318,422 +1%
BlackRock
2
BlackRock
New York
$7.77B +$142M +4,981,629 +2%
State Street
3
State Street
Massachusetts
$5.62B -$64.2M -2,247,612 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.77B -$658M -23,038,248 -27%
Northern Trust
5
Northern Trust
Illinois
$1.52B -$13.9M -487,044 -0.9%
State Farm Mutual Automobile Insurance
6
State Farm Mutual Automobile Insurance
Illinois
$1.44B – – –
Bank of America
7
Bank of America
North Carolina
$1.44B -$14.5M -508,212 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.42B +$3.27M +114,876 +0.2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.22B -$21.4M -748,983 -2%
Goldman Sachs
10
Goldman Sachs
New York
$1.22B +$7.04M +246,432 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$1.19B -$143M -5,006,382 -11%
Wells Fargo
12
Wells Fargo
California
$1.17B -$2.7M -94,740 -0.2%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$994M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$988M -$9.25M -324,057 -0.9%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$950M -$721M -25,252,776 -43%
Charles Schwab
16
Charles Schwab
California
$881M +$12.7M +444,000 +1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$824M -$58.2M -2,035,656 -7%
Fisher Asset Management
18
Fisher Asset Management
Washington
$823M +$35.7M +1,251,612 +5%
Ameriprise
19
Ameriprise
Minnesota
$816M +$54.8M +1,921,020 +7%
AllianceBernstein
20
AllianceBernstein
Tennessee
$802M +$80.3M +2,813,481 +11%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$764M +$550M +19,247,832 +257%
Deutsche Bank
22
Deutsche Bank
Germany
$713M +$91.3M +3,197,784 +15%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$625M +$100M +3,511,254 +19%
Legal & General Group
24
Legal & General Group
United Kingdom
$602M -$43.3M -1,515,573 -7%
TCIM
25
TIAA CREF Investment Management
New York
$581M -$81.8M -2,865,573 -12%
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